Virtual Tax & Estate Planning Attorney (Nationwide)

Wisepath Financial Group; Dallas (TX); Remote; USD 100,000 - 175,000; Full time

Job summary

Join a forward-thinking estate planning technology firm as a Remote Tax & Estate Planning Attorney. This role offers the opportunity to provide exceptional legal services while working from anywhere in the U.S. You'll conduct virtual consultations, draft essential legal documents, and advise clients on complex tax and estate matters. With a client-first approach, you'll collaborate with a dynamic team to deliver tailored solutions that empower individuals and families. If you're passionate about guiding clients through intricate planning strategies and thrive in a flexible, technology-driven environment, this is the perfect opportunity for you.

Benefits

Fully Remote Work

Flexible Schedule

Professional Development Opportunities

Technology-Driven Practice

Qualifications

• Minimum of 3 years of experience in estate planning and trust drafting.
• Active attorney license in at least one U.S. state.

Responsibilities

• Conduct virtual consultations to assess client needs.
• Prepare, review, and finalize estate planning documents.

Skills

Estate Planning

Trust Drafting

Tax Law

Client Counseling

Communication Skills

Education

Juris Doctor (JD)

Tools

WealthCounsel

ElderDocx

Job description

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Remote Tax & Estate Planning Attorney – Join a Fast-Growing Estate Planning Technology Firm

About Us

At

Remote Tax & Estate Planning Attorney – Join a Fast-Growing Estate Planning Technology Firm

About Us

At Wisepath & Estate Mentors, we are a leading estate planning technology company, delivering high-quality trust packages to clients nationwide. Our mission is to empower individuals and families to protect their assets, minimize tax liabilities, and build comprehensive, personalized estate plans. We combine innovative technology with a client-first approach to offer exceptional remote legal services.

We are expanding our legal team and seeking a Remote Tax & Estate Planning Attorney with a strong background in estate planning, trust drafting, tax law, and client counseling. If you have a passion for guiding clients through complex planning strategies and providing exceptional service in a virtual environment, we want to hear from you!

Key Responsibilities

• Client Consultation & Strategic Planning: Conduct virtual consultations to assess client needs and develop tailored estate planning strategies
• Drafting & Review: Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other legal instruments
• Tax Planning & Probate Guidance: Advise clients on estate and gift tax planning, asset protection, and probate matters where applicable
• Compliance & Continuing Education: Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices
• Client Education & Engagement: Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process
• Team Collaboration: Work with an experienced remote team of attorneys, paralegals, and client service specialists to deliver outstanding service
  
  

Qualifications

Licensed Attorney: Active and in good standing in at least one U.S. state.

Estate Planning Expertise: Minimum of 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).

Client-Focused Sales Ability: Skilled at presenting and explaining complex legal strategies in a client-friendly and persuasive manner.

Technical Proficiency: Experience with estate planning software (e.g., WealthCounsel, ElderDocx, or similar platforms) is preferred.

Exceptional Communication Skills: Outstanding verbal and written communication skills to build rapport and guide clients confidently.

Flexible Availability: Willingness to accommodate client scheduling needs, including occasional evenings and weekends.

Compensation & Benefits

Competitive Compensation: Based on experience and expertise. Please include your total hourly compensation expectations with your application.

Fully Remote & Flexible Work Environment: Work from anywhere in the U.S., with the ability to manage your own schedule.

Professional Development Opportunities: Collaborate with a forward-thinking legal team and gain exposure to a diverse range of estate planning and tax cases.

️ Technology-Driven Practice: Use cutting-edge software and systems to streamline workflow, improve accuracy, and enhance client experience.

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Internet Publishing

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